Welcome to our dedicated page for Wex SEC filings (Ticker: WEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The WEX Inc. (NYSE: WEX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detail on WEX’s financial results, segment performance, governance changes, and material events affecting the business.
WEX uses Form 8-K to report items such as quarterly financial results, with earnings releases and supplements furnished as exhibits. In these filings, the company presents information for its Mobility, Benefits, and Corporate Payments segments, including revenue, operating income margins, and selected operational metrics. Management also discusses non-GAAP measures, provides reconciliations in referenced exhibits, and outlines factors that influence performance, such as fuel prices and foreign currency rates.
Other 8-K filings address corporate governance matters. For example, WEX has reported the appointment of new directors, the planned retirement of existing directors, changes to the size of the Board of Directors, and the designation of a Vice Chair and Lead Independent Director. These filings describe board determinations regarding director independence and reference standard forms of director and officer indemnification agreements.
Filings also identify WEX’s principal executive offices in Portland, Maine, and provide details on how certain information is treated as “furnished” rather than “filed” under the securities laws. Investors interested in topics such as board composition, leadership transitions, and the company’s approach to financial reporting can review these documents for primary source information.
On Stock Titan, WEX filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand the main themes in earnings releases, governance updates, and other material disclosures, while still allowing access to the full original filings for detailed analysis.
WEX Inc. filed a preliminary proxy statement dated March 24, 2026 for its virtual 2026 Annual Meeting, asking stockholders to elect nine directors, approve an advisory vote on executive compensation, and ratify Deloitte & Touche as auditor. The Board recommends voting "FOR" only the nine Company nominees and urges use of the enclosed universal BLUE proxy card.
The filing discloses a contested solicitation by Impactive Capital (which has nominated four directors) and summarizes multi-year engagement, Board refreshment actions, and prior capital return programs including share repurchase authorizations and an ASR that repurchased $300 million (1,517,580 shares). The filing notes potential bank regulatory filings that may affect Impactive's solicitation.
WEX Inc. Chief Accounting Officer Jennifer Kimball reported an open-market sale of 104 shares of WEX common stock on March 19, 2026 at an average price of $147.66 per share. After this transaction, she directly holds 6,099 shares of WEX common stock.
The sale was executed automatically under a Rule 10b5-1 trading plan adopted by Kimball on August 28, 2025, indicating it was pre-scheduled rather than a discretionary market-timing decision.
WEX Inc. reported a Rule 144 sale notice for Common Stock. The filing lists a sale dated 03/17/2026 by Jennifer Kimball of 715 shares. The filing also shows 112,800 shares in an adjacent field (as reported in the excerpt). The securities are listed as Common and the exchange is NYSE.
WEX Inc. reported that Chief Risk and Compliance Officer Drew Ann Elena received new equity awards and had prior units vest into common stock. On March 16, 2026, she was granted 3,062 Restricted Stock Units (RSUs) and 2,297 Market Share Units (MSUs), each tied one-for-one to common shares at target.
On March 17, 2026, 506 RSUs and 533 MSUs vested and each unit converted into one share of common stock. To cover taxes, WEX automatically withheld 225 shares and 237 shares of common stock at $156.79 per share. After these transactions, Elena directly owned 11,388 shares of WEX common stock.
WEX Inc. Chief Legal Officer Sara Trickett reported equity compensation activity and related tax withholding. On March 16, 2026, she received grants of 4,401 Restricted Stock Units (RSUs) and 3,301 Market Share Units (MSUs), each tied to an equal number of shares of common stock.
On March 17, 2026, 506 RSUs vested and each RSU converted into one share of common stock, and 533 MSUs from a prior award vested and converted into an equal number of common shares based on a 105.38% payout factor. WEX automatically withheld 149 shares and 237 shares of common stock at $156.79 per share to cover taxes on the RSU and MSU vesting, respectively. Following these transactions, Trickett directly holds 3,474 shares of WEX common stock, along with the newly granted RSU and MSU awards.
WEX Inc. chief operating officer for Americas Payments & Mobility, Carlos Carriedo, reported routine equity compensation activity. On March 17, 2026, previously granted RSUs vested into 1,771 shares of common stock, with 786 shares automatically withheld at $156.79 per share to cover taxes. Following these transactions, he directly owned 11,934 common shares.
On March 16, 2026, Carriedo received new equity awards of 6,634 RSUs and 4,975 Market Share Units, each convertible into common stock. The RSUs and MSUs vest in three equal annual installments, with MSU payouts based on a share-price-based payout factor ranging from 60% to 200%.
WEX Inc. chief operating officer for Benefits, Robert Joseph Deshaies, reported routine equity compensation activity. On March 16, 2026 he received 5,358 Restricted Stock Units (RSUs) and 4,019 Market Share Units (MSUs), each tied to an equal number of common shares.
On March 17, 2026 RSUs and MSUs vested: 675 RSUs and 711 MSUs each converted into the same number of common shares. To cover taxes, 335 and 353 common shares were automatically withheld at $156.79 per share. Following these transactions, Deshaies directly held 23,488 shares of common stock.
Footnotes explain that RSUs vest in three equal annual installments, while MSU payouts depend on share price performance, with payout factors between 60% and 200%. The vested MSUs reflected a 105.38% payout factor, indicating slightly above-target performance for that tranche.
WEX Inc. chief accounting officer Jennifer Kimball reported several equity compensation transactions. On March 16, 2026, she received grants of 2,679 Restricted Stock Units (RSUs) and 893 Market Share Units (MSUs), each tied to one share of common stock at target.
On March 17, 2026, 295 RSUs and 310 MSUs vested and were converted into the same number of common shares. WEX automatically withheld 87 and 91 common shares, respectively, to cover tax obligations. Kimball also completed an open‑market sale of 715 common shares at $157.82 per share, executed automatically under a Rule 10b5-1 trading plan adopted on August 28, 2025.
Following these transactions, she directly owned 6,203 shares of WEX common stock.
WEX Inc. Chief Financial Officer Jagtar Narula reported routine equity compensation activity involving vesting and conversion of stock units into common shares. On March 17, 2026, 1,265 Restricted Stock Units and 1,333 Market Share Units converted into the same number of common shares. To cover related tax obligations, 562 and 592 shares of common stock were automatically withheld by WEX at a price of $156.79 per share, rather than sold in the open market.
Following these transactions, Narula directly held 26,851 shares of common stock. Separately, on March 16, 2026, he received new grants of 9,823 Restricted Stock Units and 7,367 Market Share Units, each RSU or MSU representing the right to receive one share of common stock subject to vesting and, for MSUs, a performance-based payout factor.
WEX Inc. Chief Digital Officer Karen B. Stroup reported equity compensation activity and related tax withholding. On March 17, 2026, Restricted Stock Units and Market Share Units vested, converting a total of 1,731 units into an equal number of common shares, including MSUs paid out at a 105.38% payout factor. To cover taxes on these vestings, WEX automatically withheld 682 shares at a price of $156.79 per share. Following these transactions, Stroup directly held 22,285 shares of WEX common stock. On March 16, 2026, she also received new awards covering 5,358 RSUs and 4,019 MSUs tied to future performance and time-based vesting.